Wills, Probate
Trusts, Estate Planning
140 South Beach Street, Suite 310
Daytona Beach, FL 32114
(386) 257-3332
I have been a friend of Heidi and her family for a very long time which is why, after my dad passes away and I needed to create a will and set up a trust account, I called Heidi. When we met, she explained everything I needed to do so she could set up my will and trust. She told me what she would do once I finished my part. She asked me very detailed questions about my wishes. She drafted my will and trust account and when I arrive at her office for the final signing, all the documentation was laid out for me very clearly. She went through all the documents with me, with explanations of them all, in case there might be anything was not as I wanted. It was very obvious to me she was very knowledgeable in her craft. Heidi is a true professional who helped me with my estate planning, her attention to detail is top notch. I would highly recommend Heidi to anyone considering their trust or estate planning, she is the best!
~ Neighbor
I hired Heidi to create my trust. She is professional, knowledgeable and also very personable. She took her time explaining everything and I never felt rushed. The staff is very welcoming. Highly recommended.
~ Paul B
When I refer to a Will being invalid, the document we are looking at is not legally sound. When drafting a Will, it must be
An invalid will can cause severe problems and putting together your estate planning documents should be thoughtfully done with the assistance of a professional. For
It’s been a while since I posted about the weird clauses in estate planning history. I always say your Will needs to fit your unique
Short answer, you can, but it will not be enforceable in Florida. No-contest clauses have been used in Wills for centuries and are used
There are several ways to leave money to a charity, some less complex than others. To keep it simple you can simply name charities in
No. If someone had an asset in their name. The amount of the asset does not matter for Florida purposes, just the titling. That said,
If you are planning to remarry or have already remarried, you need to revisit your estate plan to ensure that your wishes and those of
Estate planning is one of the most critical things you must do during your lifetime. Unfortunately, most people are inexperienced with the process, so they
Just because a clause is in your will does not mean the court will enforce it. The purpose of a penalty clause is to discourage
I have said in previous blog posts that estate planning documents should be reviewed when you relocate to a new state and this is still
When you have lost a loved one; in addition to the pain of loss, you may also need to navigate the vocabulary and processes associated
There are three general ways attorneys charge for their services by the hour, percentage, and/or flat rate, and the pricing can vary depending on the
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